Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI'm using Quickbooks Desktop 2017 Premier Edition Retail on Windows 10
I'm trying to do a promotional mailshot to dormant customers. I've gone round and round the reports trying to get QB to give me a list of customers who have not bought anything since 2015 and drawn a blank. Can anyone guide me to an answer?
I'll want their name, email, and address as well as date of last purchase included in the report
thanks for any advice.
Solved! Go to Solution.
We'll have to pull up two reports, export them to excel, then combine them so we can achieve what you need, ABSC.
I'll guide you with the steps.
First, we'll have to pull up the Sales by Customer Summary report and customize it to show customers with no sales within a certain time frame. Here's how:
Next, here's how you can export the report:
Then, let's export the customer list so we can get their emails and addresses. Here's how:
Once done, you can combine both reports. Although, it won't provide the last purchase date, you'll want to check each customer for the needed information.
I'll also share the article on how you can create, access and modify memorized reports for future reference.
You can tag me if there's anything else that I can do for you. I'm just around to help you out.
We'll have to pull up two reports, export them to excel, then combine them so we can achieve what you need, ABSC.
I'll guide you with the steps.
First, we'll have to pull up the Sales by Customer Summary report and customize it to show customers with no sales within a certain time frame. Here's how:
Next, here's how you can export the report:
Then, let's export the customer list so we can get their emails and addresses. Here's how:
Once done, you can combine both reports. Although, it won't provide the last purchase date, you'll want to check each customer for the needed information.
I'll also share the article on how you can create, access and modify memorized reports for future reference.
You can tag me if there's anything else that I can do for you. I'm just around to help you out.
Thanks for this. I guess it's a lateral thought method of getting the report that I was hoping for.
Thanks for this. It's a lateral thought method of getting the Report that I needed.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.